Arcadia Financial Partners provides financial planning and investment advice to individuals and families. Arcadia's services include financial reviews, hourly financial counseling, and retainer engagements. Arcadia acts as a co-advisor with Hamilton Capital and Corient, directing investment and reinvestment of client accounts.
Assets Under ManagementN/A
Clients94
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.8M | 0.45% |
| $1.8M+ | 0.15% |
New clients typically pay a minimum fee of $5,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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